WIC
SPLV icon

Woodmont Investment Counsel’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Woodmont Investment Counsel’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,500
Closed -$237K – 179
2019
Q1 		$237K Buy
+4,500
New +$225K 0.06% 163

Other funds holding SPLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Woodmont Investment Counsel's SPLV Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 1.7% in Q2 2026, selling an estimated $28.4K and leaving 21,829 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #112.

Woodmont Investment Counsel first reported a position in SPLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.41M in Q4 2014. 487 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Woodmont Investment Counsel held 21,829 shares of Invesco S&P 500 Low Volatility ETF worth $1.63M as of Q2 2026.
  • Woodmont Investment Counsel sold 385 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $28.4K.
  • Invesco S&P 500 Low Volatility ETF made up 0.09% of Woodmont Investment Counsel's portfolio in Q2 2026, its #112 holding.
  • Woodmont Investment Counsel first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2013 and has held it in 53 quarters since.
  • Woodmont Investment Counsel's Invesco S&P 500 Low Volatility ETF position peaked at $6.41M in Q4 2014.
  • 487 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.